TailorWale User Guide

Tailor Management Software User Guide

Master TailorWale: The Complete Tailor Management Software User Guide.
Learn to easily manage boutique customers, measurements, orders, and staff with our step-by-step tutorials.

Last Updated: June 2026

1. Dashboard Overview

The Dashboard is your shop's command center. Everything you need at a glance — revenue, orders, top customers, and today's deliveries.

Key Widgets on the Dashboard

Widget What It Shows
Total Revenue Cumulative revenue earned from all completed orders
Pending Balance Amount yet to be collected from customers
Monthly Revenue Revenue for the current month
Total Orders Total orders created in the system
Pending Orders Orders that are not yet delivered
Revenue Graph Visual chart showing revenue trends over time
Elite Customers Most frequent / repeat customers highlighted
Today's Deliveries List of orders due for delivery today
💡 Tip: Use the top-right customise option on the Dashboard to rearrange or filter the data widgets as per your preference.

2. Initial Setup — Shop Configuration

Before you start taking orders, set up your shop profile. This information will appear on all invoices sent to your customers.

How to Configure Your Shop

Step 1
Go to Settings

Tap the Settings option from the navigation menu.

Step 2
View Your Profile

Your personal name and email are shown here. These are read-only and cannot be changed.

Step 3
Edit Shop Details

Tap Edit Profile to update your shop name, logo, address, and other business details.

Step 4
Data Export

Use the Download option to export your data — customer records, measurements, orders — as a PDF or CSV file for backup or analysis.

3. Creating Custom Categories

Categories define the types of garments you stitch (e.g., Shirt, Salwar, Blouse). You must create categories before taking orders. Categories are gender-specific.

Steps to Create a Category

Step 1
Open Category Page

After logging in for the first time, you will be directed to the Category setup page.

Step 2
Select Gender

Choose Male or Female from the gender tabs on the left side.

Step 3
Click + Add

Tap the + Add icon on the right side to open the Add Category form.

Step 4
Fill Category Details

Enter the category name (e.g., Shirt, Pant, Blouse). Choose an icon from the predefined list, or upload your own custom icon.

Step 5
Add Measurements

Add all measurement fields required for this garment — e.g., Shoulder, Chest, Collar, Length, etc.

Step 6
Add Predefined Remarks

Add common remarks for this category — e.g., 'Open Shirt', 'Narrow Pants', 'Boat Neck'. These will appear as quick-select options while creating orders.

Step 7
Save & Edit Later

Categories are fully editable. You can add new measurement fields or remarks anytime in the future.

💡 Tip: Create separate categories for Male and Female garments. You can always go back and add more measurement fields as your needs evolve.

4. Adding Customers

The Customer page stores all your customer profiles including their name, contact number, gender, and address.

How to Add a New Customer

Step 1
Go to Customers Page

Tap Customers in the main navigation.

Step 2
Tap + Add Button

Tap the + Add button on the top-right corner of the Customers page.

Step 3
Fill Customer Form

Enter the following details:

  • Customer Photo — optional, but helpful for recognition
  • Full Name — required
  • Mobile Number — required for WhatsApp and reminders
  • Gender — Male or Female
  • Address — optional, can be added later
Step 4
Save Customer

Tap Save Customer. The customer is now stored and ready for order creation.

💡 Tip: Even a basic entry (name + number) is enough to get started. You can update address and photo later.

5. Creating an Order

Orders in TailorWale follow a simple step-by-step flow: select category → enter measurements → checkout. Here is the complete process.

Step-by-Step Order Creation

Step 1
Choose a Category

Navigate to New Order and select the garment category (e.g., Shirt). Only categories matching the customer's gender will be shown.

Step 2
Enter Measurements

Fill in all measurement fields for the selected garment. At the bottom, also enter:

  • Quantity — number of pieces
  • Item Price — the agreed price for this item
  • Remarks — any specific instructions
Step 3
Add More Items (Optional)

If the customer needs multiple garments, tap Save and Add Another Item. All added items appear in a draft bill on the right side.

Step 4
Proceed to Checkout

When all items are added, tap Proceed to Checkout to open the Review & Checkout form.

Step 5
Review & Checkout

In the checkout form:

  • Select Delivery Date
  • Review Order Summary (items, quantities, prices)
  • Add Order Notes or special instructions if needed
  • Enter Advance Payment received (if any)
  • Select Payment Type — Cash, UPI, etc.
Step 6
Confirm Order

Tap Confirm Order. The order and bill are created instantly, and you are taken to the Orders page.

💡 Tip: Use 'Save and Add Another Item' when a customer gives multiple garments in one visit — they will all be grouped under a single bill.

6. Bills & Invoices

TailorWale automatically generates a professional invoice for every order. The invoice shows the bill on the front and the customer's measurements on the back — everything a tailor needs on one page.

How to Generate & Share an Invoice

Step 1
Go to Bills Page

Tap Bills in the navigation menu to see all created bills.

Step 2
Tap the Print Icon

Find the order and tap the Printer icon next to it. The invoice opens in a new tab and downloads automatically.

Step 3
Print, Download, or Share

From the invoice tab you can:

  • Print directly from the browser
  • Download as PDF
  • Share manually on WhatsApp

What the Invoice Contains

  • Front Side: Bill details at the top, and garment measurements at the bottom
  • Back Side: Payment QR code, Terms & Conditions, and additional measurements if needed
💡 Tip: Keep your shop logo, UPI ID and Terms & Conditions updated in Settings so they appear correctly on every invoice.

7. Measurements & Repeat Orders

The Measurements page stores all customer measurement history. You can quickly create a repeat order for any returning customer in just one click.

How to Place a Repeat Order

Step 1
Go to Measurements Page

Tap Measurements in the navigation.

Step 2
Search Customer

Type the customer's name in the search bar to find their profile.

Step 3
Open Customer Profile

Tap the profile icon on the right side of the customer's name.

Step 4
Select Category to Repeat

On the left side of the profile, all saved garment categories are listed. Tap any category to instantly add it to a draft bill.

Step 5
Proceed to Checkout

All selected categories populate the draft bill. Tap Proceed to Checkout to complete the order — same flow as a new order.

💡 Tip: Repeat orders pre-fill all saved measurements automatically. You only need to confirm the delivery date and price — saving significant time for returning customers.

8. Reminders & Daily Planner

The Reminders page is your daily planning tool — ensuring you never miss a delivery or pending payment.

What the Reminders Page Shows

Section Details
Today's Orders All orders that are due for delivery today
Tomorrow's Orders Orders scheduled for delivery tomorrow — plan ahead
Pending Payments Customers who have an outstanding balance to collect
💡 Tip: Check the Reminders page every morning to plan your day — deliveries, follow-ups, and pending collections all in one view.

9. Staff Management (Enterprise Plan)

The Enterprise Plan unlocks Staff Management, allowing you to add team members with role-based access. Each staff member sees only what they need.

Available Roles

Role Access Level
Owner Full access including Settings, Staff Management, Reports, and all operations
Manager Full access except Settings page — can manage customers, orders, bills
Staff Limited access — can handle day-to-day operations but not admin functions
Karigar View-only for assigned orders — can mark orders as Ready/Complete

How to Add a Staff Member

Step 1
Go to Staff Management

Navigate to the Staff Management page (Enterprise Plan only).

Step 2
Create New Staff

Tap Add Staff and fill in the staff member's name, email address, and select their role.

Automatic Email

TailorWale automatically sends a login email to the staff member's email address with their credentials and role details.

Karigar Workflow

When a Karigar marks an order as Ready, the status updates automatically on the main dashboard — keeping you informed in real time.

💡 Tip: Assign the Karigar role to stitching staff so they can update order status without accessing sensitive business data like payments or settings.

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